- Step1: Connect Opper to your CRM platform (Salesforce, HubSpot, etc.)
- Step2: Grant data access and permission scopes
- Step3: Customize reporting preferences and alert thresholds
- Step4: Ask Opper questions through the web dashboard or connected Slack channel
- Step5: Review auto-generated forecasts, trend analyses, and risk alerts
- Step6: Share insights with team members via email or Slack
- Step7: Refine dashboards and adjust alerts based on feedback